Sending Surveys via SMS

If you want to use mobile phone contact details to invite respondents to take your survey, you can send invitations containing a survey link by SMS text message.

Create an SMS Contact List

  1. Go to your Dashboard.
  2. Under Libraries, select Address Book.
  3. Click Add New Contact List.
  4. Under List Name, give your list a name that indicates that it should be used for text messages.
  5. Under Method, check the SMS box.
  6. Check the option boxes as required.
  7. Click Save.
  8. In your Address Book, select the new list.
  9. Under Actions, click Add Contacts.
  10. In the Enter Contacts box, enter your contacts in a vertical list in the form indicated - mobile number, contact name. You must separate each item with a comma.
  11. Click Save.

Send Survey Invitations to the SMS Contact List

  1. Go to your Dashboard.
  2. Under Libraries, select Address Book.
  3. Select your SMS list, then click Invitations.
  4. Click Create New Invitation.
  5. Use the Select a Survey drop-down menu to choose the survey you wish to send.
  6. Complete each field as required, including return to sender details, the name of your invitation, and the message content. Do not alter any text in [SQUARE BRACKETS].

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